JUST EAT TAKEWAY.COM : Boring quarter. On to the next
>Orders slightly weak and GTV slightly better. - The 1Q24 orders missed company compiled consensus by 1%. The miss is equally spread over the four regions. On GTV the group number was in line with consensus with UK&I and NE beating by 1%, NA missing by 1% and SE&ANZ missing by 3%. Looking at momentum we note that this continued to improve in both orders as well as GTV and for all regions. Excluding NA orders where down 3% yoy (was still down 4% yoy in 4Q23) with -1% i...Takeaway.com NV. Takeaway.com NV, formerly Takeaway Com Holding BV, is a company based in the Netherlands that operates an online food delivery marketplace. The Company focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The Company transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. It is present in Portugal, France, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania and Vietnam, and operates the Websites Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.fr, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com. The platforms feature various kinds of restaurants.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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